SAI
Savvy Advisors Inc’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
5,126
+1,026
| +25% | +$1.02M | 0.34% | 54 |
|
|
2025
Q1 | $3.88M | Buy |
4,100
+656
| +19% | +$620K | 0.39% | 48 |
|
|
2024
Q4 | $3.16M | Buy |
3,444
+2,410
| +233% | +$2.21M | 0.38% | 45 |
|
|
2024
Q3 | $916K | Buy |
1,034
+295
| +40% | +$261K | 0.19% | 115 |
|
|
2024
Q2 | $628K | Buy |
739
+416
| +129% | +$354K | 0.2% | 111 |
|
|
2024
Q1 | $237K | Buy |
+323
| New | +$237K | 0.14% | 190 |
|